Park City Wealth Advisors:

These are dynamic times. You face opportunities and challenges in growing your business, planning for your eventual exit on your terms, implementing investments and institutional-quality portfolio tactics, and planning strategies to preserve tax-advantaged wealth for multiple generations of your family members. That is why confidence, transparency, and an authentic relationship with your financial advisor is essential.

Our entire team is committed to learning about you, your family, your business, and your values. By sitting down together and actively discussing your vision, we can gain a clear understanding of the motivations and passions that drive each generation. We then work with you, alongside tax professionals and estate attorneys, to build a financial strategy and custom plan that encompasses your investments, retirement assets, tax planning and mitigation strategies, and advanced estate planning solutions to structure your financial affairs and wealth transfer in the manner that fits with your unique retirement and legacy goals.